GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it easy and efficient to duplicate campaigns, funnels and even more across jobs. Agencies utilize snapshots to onboard customers faster and make sure consistency across projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and various other assets.
Duplicate entire funnels and automations in seconds
Snapshots are total backups of your HighLevel configuration, consisting of automations, funnels, web pages, touchdown forms, contact checklists, e-mail campaigns and CRM pipes. Snapshots make moving total systems in between customers easy without the need to recreate everything from the ground up; companies can conserve hours by utilizing snapshots as templates throughout client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots category; when shared it can likewise be shared using sending web links created. Any type of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re fully modular; that permits you to make use of simply specific components while leaving others out – making customization and changes a lot easier than with more rigid snapshots.
Automating key procedures with these snapshots not only automates them yet likewise improves lead generation procedure and enhances customer relationship management (CRM) to enhance scalability and productivity for much better scalability and efficiency making it possible for users to develop effective marketing strategies concentrated on transforming potential customers into paying clients.
HighLevel snapshots provide an additional considerable benefit – their adaptability in conference certain industry needs. As an example, oral snapshots could come pre-loaded with lead capture kinds and campaigns using complimentary teeth lightening to brand-new people. This provides agencies with the flexibility to tailor remedies especially customized for every client while still continuing to be consistent in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can aid your firm rise performance and broaden. By duplicating existing workflows, streamlining complex automations, onboarding new customers quickly and being centrally located with simple instructions they are an important possession in achieving growth much faster and more effectively than ever.
Speed up customer onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for multiple customers concurrently, thus speeding up results for clients while saving you time on configuration! Snapshots ensure success for every person entailed – agency and customers alike.
Snapshots give an extensive backup of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported into another customer account making use of Snapshot ImporterTM they instantly configuration in that account, making onboarding much faster. This decrease in hand-operated arrangement time makes onboarding much more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, start picking which components of its system you would certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will certainly produce a mobile duplicate that you can then deploy comparable systems elsewhere GoHighLevel Immigration Practice Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an invaluable feature for firms transferring systems between clients. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever before, providing pre-equipped snapshot templates for various sectors from realty to shopping. By promptly onboarding new clients while helping them satisfy their service goals, these industry-specific snapshot templates make onboarding clients much faster than ever before and supplying them with detailed marketing systems faster than ever before.
Maintain brand name uniformity
Hand-operated setups might leave variances that endanger brand name consistency, while snapshots allow you to replicate an account configuration across numerous brand-new accounts without manually recreating all settings each. This helps deploy totally configured customer accounts swiftly and precisely while conserving addons such as triggers or e-mail templates in snapshots make maintaining consistent procedures throughout your customer base much less complex.
Snapshots can be a vital property to companies managing multiple accounts all at once. By establishing the suitable account structure as soon as and waiting as a snapshot for use later with brand-new customers, snapshots help companies reduce onboarding times by as much as half much faster. A 2025 research demonstrates how snapshots aid speed up the onboarding procedure substantially.
To create a Snapshot, browse to your Firm Dashboard and select the sub-account you wish to capture. From there, select what elements ought to be consisted of (funnels, schedules, workflows, web site templates, customized values and so forth) before offering it a name and clicking “Save”.
Once your snapshot is ready to utilize, navigate to the Account Manager of the account or sub-account in which it needs to be used and choose it there (either simultaneously or part by element).
As a GoHighLevel reseller or marketing company, making use of snapshots can significantly boost performance and make sure an extra standardized account configuration procedure. By making it less complicated to duplicate campaigns, funnels and automation schemes quickly, snapshots assist scale quicker while raising income streams.
Carrying out and using snapshots has lots of benefits that are essential to service success:.
Remove repetitive arrangement tasks
Snapshots make it basic and reliable to clone and reuse existing funnels, automations and setups that have proven themselves beneficial to other clients – saving you time, facilitating faster client onboarding times and developing an even more effective working environment by removing the need to transform the wheel each time a new customer shows up.
Snapshots make sharing setups and campaigns with others within your firm less complicated than ever, whether by means of single link sent through e-mail to employee or permanently shared through account access. Moreover, snapshots likewise allow you to limit their import right into particular subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” switch, entering a name for it, choosing its source account( s) and picking how it will certainly be copied; make sure to choose something descriptive yet easy-to-recall so it will become part of your profile of information over time.
Tailor the settings for the snapshot by selecting options that ideal satisfy the demands of your client, as an example if they are real estate customers you may want to consist of:
Ultimately, you can personalize custom areas to accumulate info that’s special per client. When satisfied with the outcome, just push the “Conserve” button to conserve modifications and apply them across all clients.
As snapshots are an indispensable device for the success of GoHighLevel users, making them crucial for marketing agencies and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can improve workflows while generating more outstanding results for customers.